Financial Advisor CIRO-ID

Location: Guelph, Ontario, Canada; on-site full-time

Company

CIBC is a relationship-oriented bank providing banking, investment, lending, and financial planning services.

What you will do

• Build and grow a dedicated client portfolio through relationship management and exceptional client service.
• Provide tailored advice across day-to-day banking, investments, lending, estate planning, home ownership, and business needs.
• Develop local-market sales plans, convert leads, generate opportunities, and increase referrals.
• Build networks through relationship development, community events, marketing, and outreach activities.

Requirements

• Postsecondary degree or diploma and/or 4 years of relevant experience.
• Current accreditation and good standing for Canadian Investment Regulatory Organization Investment Dealer (CIRO-ID) licensing.
• Goal-oriented approach with strong relationship-building, networking, client service, and business development skills.
• Ability to provide financial advice covering banking, investments, lending, and estate planning.
• For Quebec roles: current AMF licensing accreditation and good standing, CIFC or CSC completion to support AMF licensing, and Registered Retirement Consultant (RRC) certification.
• Commitment to trust, teamwork, accountability, initiative, and client-first service.
• Must be legally eligible to work in Canada at the specified location and hold a valid work or study permit where applicable.

Nice to have

• For Quebec roles: CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774).
• For Quebec roles: CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).

Culture & Benefits

• Regular full-time employment with 37.5 weekly hours and full-time on-site work.
• Competitive salary, incentive pay, banking benefits, a benefits program, and a defined benefit pension plan, subject to plan terms.
• Employee share purchase plan, vacation offering, wellbeing support, and personalized recognition through MomentMakers.
• Development opportunities, including Purpose Day, a paid day dedicated to personal growth and development.
• Inclusive and accessible workplace with accommodation support available during the recruitment process.

Hiring process

• May include an attribute-based assessment and other skills tests, such as simulation, coding, or French proficiency assessments.
• Artificial intelligence tools may be used during recruitment.